# SAGE MOUNTAIN ADVISORS, LLC

SAGE MOUNTAIN ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 298593
- Type: SEC-registered investment adviser
- SEC file number: 801-114002
- Location: 945 EAST PACES FERRY ROAD NE, SUITE 2660, ATLANTA, GA, 30326
- Phone: (404) 795-8361
- Latest filing: 2026-07-09
- Regulatory AUM: $4.3B
- Discretionary AUM: $4.3B
- Non-discretionary AUM: $602K
- Clients: 31
- Accounts: 193

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Scott Matthew Neu | CHIEF EXECUTIVE OFFICER AND MEMBER; SHAREHOLDER | — |
| Anthony John Cox | OWNER; PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | — |
| Andrea Whitney Imeraj | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| Claude Shreve Burton Iv | GENERAL PARTNER; OWNER | Chapel Hill, NC |
| Brent Masataka Yamaato | CHIEF OPERATING OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| COX WILLIAM JOHN | CHIEF INVESTMENT OFFICER AND MEMBER; OWNER; PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | — |
| IMERAJ ANDREA WHITNEY | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| NEU SCOTT MATTHEW | CHIEF EXECUTIVE OFFICER AND MEMBER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298593/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298593/similar
- Related entities: https://search.stillhousedata.com/firm/298593/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298593

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.